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Bill Ackman on his $UBER thesis from an interview released today: "We think they're a big beneficiary of you know autonomous driving is going to reduce the cost of getting from one place to another is going to reduce insurance costs. These are and that will of course drive... show more

CapexAndChill

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97,794 次观看 • 2 个月前 •via X (Twitter)

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17 条评论

Mortimor 的头像

Mortimor2 个月前

I think he’s spot on here. The idea that in order to be bullish on autonomous vehicles you have to be bearish in uber is ridiculous. Waymo literally runs through uber, once tesla is actually scaling theirs I would bet very surprised if they don’t partner with both Uber and Lyft to offer rides through their apps. I’m seriously considering consolidating all my investments into Uber, the stock is tremendously undervalued.

Rex Kirby 的头像

Rex Kirby2 个月前

Waymo will be in Google Maps in the future I’m sure

Sean 的头像

Sean2 个月前

Not sure about this one. Too much capex ex for Uber. More competition.

Nave 的头像

Nave2 个月前

His entire thesis is essentially not believing Tesla will deliver on robotaxis in a meaningful way & that ppl won’t want to download an app… @elonmusk this guy needs a tour of gigatexas ASAP $TSLA

AK 的头像

AK2 个月前

He thinks everyone knows he went to Harvard and is interested in his thoughts

Scott Sutherland 的头像

Scott Sutherland2 个月前

Its that simple.

Bob 的头像

Bob2 个月前

Ackman doesn't believe Tesla has exceptional capabilities. I can never take his views seriously. Tesla solved FSD, this is a monumental achievement in human history.

David Liu 的头像

David Liu2 个月前

The assumption of people don't want to download multiple apps to compare costs seems off. People around me and me personally always check the price between 2-3 apps before ordering a ride

LE 🇺🇸 (e/acc) 的头像

LE 🇺🇸 (e/acc)2 个月前

Yet they’re lobbying to block AVs lmao clown show

Partha, SEBI RIA 的头像

Partha, SEBI RIA2 个月前

Wrote on Uber thesis a while back:

E 的头像

E2 个月前

Then why are they opposed to it?

White Africanite 的头像

White Africanite2 个月前

why does he look like an effete bezos with hair

theMiddleEighty 的头像

theMiddleEighty2 个月前

@grok when was this

Walter🧡🧡🧡 的头像

Walter🧡🧡🧡2 个月前

He’s so looking to get out

TheStockBro 的头像

TheStockBro2 个月前

Yeeeeee

Rafito Membroza 的头像

Rafito Membroza2 个月前

link to the interview

Tree 的头像

Tree1 个月前

@KonsultInvest

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Bill Ackman on $UBER: Autonomous driving should lower ride and insurance costs → lower prices → more demand. “Uber stock is extremely cheap, and is very complicated to be disrupted” “Regardless of who wins autonomous driving, consumers will still use Uber’s app to access those vehicles”

Bill Ackman on $UBER: Autonomous driving should lower ride and insurance costs → lower prices → more demand. “Uber stock is extremely cheap, and is very complicated to be disrupted” “Regardless of who wins autonomous driving, consumers will still use Uber’s app to access those vehicles”

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